Dallas wealth management advisor CH Investment Partners is being sold to a Chicago company along with the management of over $6.2 billion in assets. This acquisition marks a significant move in the financial industry, with Cresset Asset Management taking over the operations of the multi-family office.
CH Investment Partners used to operate as a division of Crow Holdings Capital Partners, the Dallas real estate investment and development firm. The decision to sell to Cresset comes as part of a strategic restructuring plan to enhance the services offered to clients and expand the reach of the company.
Serial RIA acquirer Cresset has agreed to purchase CH Investment Partners, a Dallas-based multi-family office with roughly $6.2 billion in assets under management. This deal solidifies Cresset's position as a key player in the wealth management sector, with a focus on high-net-worth individuals and families.
Cresset Asset Management today announced its acquisition of CH Investment Partners, a $6.2 billion multi-family office and private wealth management firm based in Dallas. The transaction is expected to bring together the expertise and resources of both companies to provide a comprehensive suite of financial services to clients.
Dallas wealth management advisor CH Investment Partners is being sold to a Chicago company along with the management of more than $6.2 billion in assets. This move is seen as a strategic decision to align the firm with a partner that can help drive growth and innovation in the industry.
Cresset Asset Management is buying a large registered investment advisory firm based in Dallas that caters to wealthy clients. CH Investment Partners' acquisition will further strengthen Cresset's position in the market and enhance its capabilities to serve affluent individuals and families.
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